Ellevest, Inc. Stifel Financial Corp Transaction History

Ellevest, Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$54.85 - $68.04 $2,797 - $3,470	51 Added 9.48%	589 $34,000
Q4 2022 Feb 03, 2023	BUY	$51.2 - $66.52 $5,324 - $6,918	104 Added 23.96%	538 $31,000
Q3 2022 Nov 02, 2022	SELL	$24.03 - $64.87 $9,996 - $26,985	-416 Reduced 48.94%	434 $23,000
Q2 2022 Jul 18, 2022	BUY	$55.33 - $69.15 $24,400 - $30,495	441 Added 107.82%	850 $48,000
Q1 2022 Apr 19, 2022	SELL	$61.76 - $81.43 $10,560 - $13,924	-171 Reduced 29.48%	409 $28,000
Q4 2021 Jan 24, 2022	BUY	$65.84 - $77.66 $19,554 - $23,065	297 Added 104.95%	580 $41,000
Q3 2021 Oct 19, 2021	SELL	$61.25 - $70.78 $2,266 - $2,618	-37 Reduced 11.56%	283 $19,000
Q2 2021 Jul 13, 2021	BUY	$60.57 - $71.58 $5,269 - $6,227	87 Added 37.34%	320 $21,000
Q1 2021 May 03, 2021	BUY	$48.77 - $67.68 $2,243 - $3,113	46 Added 24.6%	233 $15,000
Q4 2020 Feb 04, 2021	BUY	$34.29 - $51.96 $2,880 - $4,364	84 Added 81.55%	187 $9,000
Q3 2020 Oct 26, 2020	BUY	$30.08 - $36.11 $60 - $72	2 Added 1.98%	103 $5,000
Q2 2020 Jul 06, 2020	SELL	$23.45 - $37.45 $1,360 - $2,172	-58 Reduced 36.48%	101 $5,000
Q1 2020 Apr 13, 2020	BUY	$21.97 - $45.81 $1,955 - $4,077	89 Added 127.14%	159 $7,000
Q4 2019 Feb 05, 2020	BUY	$33.78 - $42.02 $2,364 - $2,941	70 New	70 $4,000

465

80.8M

259K

54K

Ticker SF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 106,225,000
Market Cap $12.4B
Description
Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It operates in three segments: Global Wealth ...

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